Our Team

Team Experts

With a team of experienced professionals and a passion for innovation, we combine cutting-edge strategies.
Financial Advisor

Gage Smart

Gage was born and raised in Osceola, Missouri, and earned his degree in Financial Planning from Missouri State University. While there, he developed his entrepreneurial mindset running a house painting business where he first learned about making the extra effort to best serve his clients. His passion for financial planning grew through extensive industry exposure, including multiple internships, serving as President of the Missouri State Financial Planning Association, and providing pro-bono financial guidance to more than 20 students on campus. Gage brings a fresh and eager approach to each client relationship, helping individuals and families build confidence in their financial futures. He is an avid sports fan and especially enjoys golfing, hunting, and fishing, when he’s not cheering for his wife, Logan, as she pursues her career in Occupational Therapy. Most importantly, Gage values quality time with family, and visiting loved ones in Florida is always a highlight.

Phone Number

(417) 823-3810

Office Location

3809 S Greystone Court Suite A Springfield, MO 65804

Fee Structure

  • Comprehensive Financial Planning: $1,000 annually 

  • AUM tiered fee schedule
    • First $100k: 1.5%
    • Next $400k: AUM fee of 1.30%
    • $500k–1M: 1.05%
    • -$1M +: 0.8%

Areas of Specialty

Small Business Owners 

Gage helps entrepreneurs navigate the unique financial challenges of running a business while building personal wealth.

Healthcare Workers 

Working with doctors, nurses, and healthcare professionals to maximize their financial potential despite demanding schedules.

Blue Collar Workers 

Gage understands hardworking families and helps them build financial security through practical, straightforward planning.

Educators 

Supporting teachers and education professionals with retirement planning and strategies tailored to their specific benefit structures.

Ready to Get Started?

Schedule a free 30-minute consultation. No pressure, no obligation, just an opportunity to ask questions and see if we’re the right fit for your financial goals.